ClientTether vs. TopBuilder Comparison


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		Related Products Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 12,537 Ratings Visit Website Act! Act! 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Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! 240 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 136 Ratings Visit Website Vehicle Acquisition Network (VAN) Vehicle Acquisition Network (VAN) is vehicle acquisition software that helps franchise and independent dealers buy used cars directly from private sellers in their market, beyond trade-ins and the auction lane. The platform pulls for-sale-by-owner listings from 25+ online marketplaces into one dashboard, with VIN decoding, market valuation, automated outreach, and seller conversation tracking. VAN works with vAuto, CARFAX, Experian AutoCheck, and most dealer CRMs, and runs inside VINCUE Buy Center Pro as VAN Mode. On VAN Accelerate™, it replies automatically to KBB ICO and AccuTrade leads. For dealers who want private-party inventory without hiring and managing a buyer themselves, VAN Managed Buyer™ provides a full-time buyer, hired and managed by VAN. Every plan includes an Acquisition Coach™. Founded in 2013, VAN serves dealers in the United States, Puerto Rico, and Canada. Plans start at $1,695 per month. To see VAN on your market, call 855-952-4949. 54 Ratings Visit Website Extole Extole is an enterprise offer management platform powering personalized incentive programs across the entire customer lifecycle. Leading B2C brands choose Extole to build and optimize loyalty, referral, ambassador, promotional, and offer programs at scale. Highly configurable and AI-accessible, Extole fits seamlessly into every team’s agentic workflow through MCP and CLI access, plus an in-platform AI assistant. Marketers build and track intelligent offer programs that motivate action. Product teams embed personalized offers into digital experiences to drive engagement and growth. Developers extend the platform through APIs, SDKs, and partner integrations. Behind every campaign, Extole orchestrates creative content, rules, and reward fulfillment, dynamically adapting each offer to the audience and channel. Our enterprise-grade infrastructure ensures every offer is delivered securely, accurately, and reliably. Build your next offer program with Extole. 71 Ratings Visit Website DoctorConnect DoctorConnect delivers industry-leading patient engagement and automation tools that help healthcare providers improve efficiency, reduce no-shows, and enhance patient satisfaction. With over 32 years of experience, we support thousands of doctors, clinics, and hospitals nationwide. Our platform integrates with hundreds of EMR and PM systems to simplify communication and daily operations. 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About ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data.	About More than a CRM, TopBuilder is the leading provider of preconstruction, sales, and marketing software for contractors of all types and sizes. TopBuilder is the first Construction CRM that helps increase collaboration, communication, efficiency, and profitability throughout your entire sales process. When it comes to finding new leads and keeping track of your sales pipeline, you need a CRM system that is easy to use and provides you with the ability to segment your leads. TopBuilder’s CRM makes it easy to keep track of your construction projects and sales pipeline. You can easily see which projects are in progress, which ones are complete, and which ones are at risk. The software also allows you to segment your leads by location or type of project. Your decisions are only as good as your data. TopBuilder’s ContractorBI™ is construction analytics software on another level, featuring intelligent dashboards that enable better business decisions and drive results.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Franchise Brands searching for unit growth and improved FranDev results	Audience Construction contractors, specialty contractors, home builders, and real estate agents
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing Pricing varies by customer need Free Version Not Supported Free Trial Supported	Pricing $55.00/user/month 60-day money back guarantee to all new sign-ups. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.5 / 5 ease 4.4 / 5 features 4.3 / 5 design 3.9 / 5 support 4.9 / 5 Read all reviews
	Pros & Cons from Real Users Pros TopBuilder is very helpful to keep all leads organized and is very user-friendly from the desktop. The second capture form used for guest registration is also extremely helpful, as some interfaces only allow for one form. The ability to send blast emails and newsletters is also very convenient. Very easy to use and set up reporting and other tools in the system. Very intuitive and simple. FANTASTIC support and guidance from the in-house tech team. Great resources for hands on DIY training or with assistance. The user interface is well designed. The customizable dashboard just got even better, remembering your settings with your login. The Leads list is easy to customize to present the info you need at a glance, and the sorting features allow for easy project identification. User management is efficient and permissions are easy to customize. KPI's are useful and can be created company wide or for specific users. Follow Up Plans and Notifications allow for easy task communication, reminders, and then they're all logged in the Job History for easy record keeping. All around, I've found TopBuilder to be an easy and effective tool to use. I like the ease of use and being able to add notes and track emails. The capabilities of managing the client throughout the preliminary sales process is very well set up. It is a fairly direct tool. However, the short cuts that we were taught, were very useful. I also love the screenshot tool, and used it while he was going through with our team. Cons There have been some backend errors in terms of receiving notifications and causing confusion at times. The mobile version of the software is also a little touchy, as you can to navigate a certain way in order for leads and changes to be saved accordingly. I do wish that there would be an application created that would make leads easily accessible without having to go through an internet browser on mobile. Nothing I don't like! It is really a great tool for sales people. TopBuilder works very hard to support their clients. I feel like I've received a lot of personal attention to make our user experience as positive as possible. That said, there are times where third-party integrations don't work perfectly. It doesn't happen often, TopBuilder provides support right away if they're able, and often it isn't even a TopBuilder problem per se, but technically this is my biggest con. Sometimes pushing leads to different third-party software doesn't work as smoothly as it could. Previously, there were some glitches but it seems they have been corrected! None so far. I feel it is nicely mapped out, and self explanatory.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information ClientTether Founded: 2014 United States www.clienttether.com/	Company Information TopBuilder Founded: 2008 United States www.topbuildersolutions.com
Alternatives Gorilla Dash	Alternatives Followup CRM
Naranga	Buildertrend
FranMantra	Buildxact
monday CRM monday.com	Contractor Foreman
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Categories Appointment Reminder Supported Appointment Scheduling Supported Construction CRM Supported Contact Management Supported CRM Supported Customer Advocacy Supported Customer Engagement Supported Customer Experience Supported Customer Loyalty Supported Customer Reference Management Supported Customer Success Supported Direct Mail Automation Supported Franchise Management Supported Inside Sales Supported Lead Capture Supported Lead Management Supported Marketing Automation Supported Proposal Management Supported Quoting Supported Real Estate CRM Supported Sales Supported Sales Enablement Supported Sales Engagement Supported Sales Force Automation Supported	Categories Construction Bid Management Supported Construction CRM Supported Construction Estimating Supported Contact Management Supported Email Marketing Supported Email Tracking Supported Home Builder Supported Lead Capture Supported Preconstruction Supported Real Estate Agency Supported Subcontractor Supported
Construction CRM Features Client Tracking Supported Contract Management Supported Forecasting Supported Project Management Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Not Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Supported Lead Capture Features Business Card / Badge Scanning Not Supported Dashboard Supported Data Extraction Not Supported Lead Distribution Supported Lead Notifications Supported Lead Nurturing Supported Lead Qualification Supported Lead Scoring Supported Online Forms Supported Show More Features Appointment Reminder Features Appointment Scheduling Supported Calendar Management Supported Call Reminders Supported Email Reminders Supported Online Booking Supported Payment Reminders Supported Recurring Appointments Not Supported Rescheduling Supported SMS Messaging Supported Two-Way Messaging Supported Appointment Scheduling Features Appointment Reminders Supported Automated Scheduling Supported Calendar Sync Supported Client Database Supported Group Scheduling Supported Mobile Access Supported Multi-Location Supported Online Booking Supported Online Payments Supported Recurring Appointments Not Supported Room Booking Management Not Supported CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Not Supported Lead Scoring Not Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Customer Advocacy Features Advocate Management Not Supported Campaign Management Supported Communication Management Supported Community Management Not Supported Gamification Not Supported Referral Tracking Supported Reporting/Analytics Supported Rewards Program Not Supported Social Engagement Not Supported Customer Engagement Features Analytics Supported Churn Management Not Supported Communication Management Supported Community Management Not Supported Content Syndication Not Supported Feedback Collection Supported Gamification Not Supported Live Chat Not Supported Video Content Supported Customer Experience Features Action Management Supported Analytics Supported Customer Segmentation Supported Dashboard Supported Feedback Management Supported Knowledge Management Not Supported Multi-Channel Collection Not Supported Sentiment Analysis Not Supported Survey Management Not Supported Text Analysis Not Supported Trend Analysis Not Supported Customer Loyalty Features Corporate Memberships Not Supported CRM Supported Customer Activity Tracking Supported Discount Management Supported Gift Card System Not Supported Loyalty Card System Not Supported Member Portal Not Supported Membership Management Not Supported No-Card Loyalty System Not Supported Referral Tracking Supported Rewards Management Not Supported Customer Reference Management Features Nomination Tracking Supported Program Notices Not Supported Reference Usage Tracking Supported Reward Distribution Not Supported Search Supported Customer Success Features Account Alerts Supported Account Management Supported Communication Management Supported Customer Engagement Supported Customer Lifecycle Management Supported Health Score Not Supported Onboarding Supported Revenue Management Supported Usage Tracking / Analytics Supported Win / Loss Analysis Supported Direct Mail Automation Features A/B Testing Not Supported Analytics/Reporting Supported Campaign Management Supported Data Import/Export Supported Delivery Tracking Not Supported Design Management Not Supported Event Triggered Mailings Supported List Scrubbing Not Supported Mailing List Purchasing Supported Mailing Services Integration Supported Pre-made Templates Supported Printing Services Integration Supported Response Alerts Supported Franchise Management Features Appointment Scheduling Supported Automatic Re-ordering Not Supported Commission Management Supported Construction Tracker Supported Contract Management & Signature Supported CRM Supported Franchise Intranet Not Supported Job Scheduling Supported LMS / Training Not Supported Marketing Supported Onboarding Supported Online Store Not Supported Reputation Management Supported Website Manager Not Supported Inside Sales Features Auto-Dialing Supported Call List Management Supported Call Recording Supported Campaign Management Supported Dashboard Supported Data Management Supported Lead Capture Supported Lead Distribution Supported Lead Scoring Not Supported Performance Management Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Marketing Automation Features A/B Testing Not Supported Analytics / ROI Tracking Supported Artificial Intelligence Supported Content / Blogging Platform Not Supported Customizable CTAs Supported Drip Campaigns Supported Dynamic Content Not Supported Landing Pages / Web Forms Supported Lead Scoring Supported Sales Intelligence Not Supported Search Marketing Not Supported Segmentation Supported Social Marketing Supported Website Visitor Tracking Not Supported Proposal Management Features Automatic Formatting Supported Calendar Management Supported Collaboration Supported Contact Management Supported Content Repository Supported Document Management Supported Electronic Signature Supported Knowledge Library Not Supported Pipeline Management Supported Requirements Management Supported Revision Management Supported RFP Management Not Supported Task Management Supported Templates Supported Version Control Supported Quoting Features Automated Quoting Not Supported Catalog Management Supported Client Portal Not Supported Contact Management Supported Customer Accounts Supported Customizable Branding Supported Discount Management Supported Forms Creation Supported Pricing Management Supported Product Configurator Supported Proposal Management Supported Real Estate CRM Features Campaign Management Supported Client / Property Matching Not Supported Contact Management Supported Dashboard Supported Email Marketing Supported Interaction Tracking Supported Lead Management Supported Property Alerts Not Supported Referral Tracking Supported Segmentation Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Supported Document Management Supported Goals / Quota Management Not Supported Lead Management Supported Meeting Management Supported Performance Management Supported Presentation Management Supported Proposal Management Supported Territory Management Not Supported Training Management Not Supported Sales Engagement Features Call Scripts / Call Steps Supported CRM Integration Supported Email Sequences Supported Email Tracking / Automation Supported Lead Management Supported Reporting / Analytics Supported Sales / Voice Dialer Supported Sales Automation Supported Search Supported Task Management Supported Templates Supported Workflow Management Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Not Supported Commission Management Not Supported Contact Management Supported Contract Management Supported Customer Database Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Supported Referral Tracking Supported Sales Forecasting Supported Territory Management Supported	Construction CRM Features Client Tracking Supported Contract Management Supported Forecasting Supported Project Management Not Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported Lead Capture Features Business Card / Badge Scanning Not Supported Dashboard Supported Data Extraction Not Supported Lead Distribution Supported Lead Notifications Supported Lead Nurturing Supported Lead Qualification Supported Lead Scoring Supported Online Forms Supported Show More Features Construction Bid Management Features Bidder Management Supported Building Product Database Supported Cost Database Supported File Sharing Supported Proposal Management Supported Quotes / Estimates Supported RFP Management Not Supported Subcontractor Management Not Supported Takeoff Not Supported Version Control Not Supported Construction Estimating Features Accounting Integration Supported Audit Trail Not Supported Bid Management Supported Billing & Invoicing Not Supported Building Product Database Not Supported Calculators Not Supported Change Orders Not Supported Contract Management Supported Cost Database Not Supported Customer Management Supported Customizable Templates Not Supported Electrical Estimating Supported Historical Database Supported HVAC Estimating Supported Job Costing Not Supported Plumbing Estimating Not Supported Price Data / Price Books Not Supported Project Management Not Supported Quote Management Supported Reporting/Analytics Supported Scheduling Supported Subcontractor Management Not Supported Takeoff Not Supported What-if Analysis Not Supported Email Marketing Features A/B Testing Supported Artificial Intelligence Not Supported Auto-Responders Supported CAN SPAM Compliance Not Supported Customer Surveys Not Supported Drip Campaigns Supported Dynamic Content Not Supported Event Triggered Email Supported Image Library Supported Landing Pages/Web Forms Not Supported Mailing List Management Supported Mobile Optimized Emails Not Supported Reporting/Analytics Supported Subscriber Management Supported Template Management Supported WYSIWYG Email Editor Supported Email Tracking Features A/B Testing Supported Audience Segmentation Supported Campaign Management Supported Event-Based Notifications Supported Location Tracking Supported Team Management Supported Home Builder Features Accounting Management Not Supported Bid Management Supported Contract Management Supported CRM Supported Job Costing Not Supported Job Scheduling Supported Permit Management Not Supported Quotes / Estimates Supported Subcontractor Management Not Supported Supplier Management Not Supported Warranty / Service Management Not Supported Real Estate Agency Features Calendar Management Supported Client / Property Matching Supported Client Database Supported Commission Management Not Supported Contact Management Supported Contract Management Supported Email Marketing Supported Flyer / Catalog Printing Not Supported Lead Management Supported Listing Management Not Supported Property Database Supported Website Management Not Supported
Integrations QuickBooks Online Supported Acumatica Cloud ERP Not Supported B2W Estimate Not Supported BuildingConnected Not Supported CompanyCam Supported Dispatch Supported Gmail Supported Google Not Supported Google Calendar Supported LinkedIn Supported Microsoft 365 Not Supported Microsoft Outlook Supported Procore Not Supported QuickBooks Online Advanced Supported Sage 100 Not Supported Sage 300 Not Supported ServiceBridge Supported Viewpoint Spectrum Not Supported Viewpoint Vista Not Supported Zapier Supported Show More Integrations View All 13 Integrations	Integrations QuickBooks Online Supported Acumatica Cloud ERP Supported B2W Estimate Supported BuildingConnected Supported CompanyCam Not Supported Dispatch Not Supported Gmail Not Supported Google Supported Google Calendar Not Supported LinkedIn Not Supported Microsoft 365 Supported Microsoft Outlook Not Supported Procore Supported QuickBooks Online Advanced Not Supported Sage 100 Supported Sage 300 Supported ServiceBridge Not Supported Viewpoint Spectrum Supported Viewpoint Vista Supported Zapier Not Supported Show More Integrations View All 11 Integrations
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